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Rockefeller University Endowment Fund

Name: Rockefeller University Investments Office

Assets Under Management:  $2 Billion (Source: Rockefeller University on 6/30/2014)

Annual Report:  The Rockefeller University Endowment Fund’s Financial Reporting

Portfolio Insights: “The Rockefeller University’s Financial Reporting Unit is responsible for preparing the University’s monthly, quarterly and annual financial statements, as well as the University’s and Hospital’s audited financial statements.” (Source)

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Top Rockefeller University Endowment Fund and Rockefeller University Investments Office Headlines:

1) In 2005 Rockefeller’s grandson David donated a new record sum of $100 million to the university. Operating under the motto, “science for the benefit of humanity,” The Rockefeller University is known for its biological and medical research and is associated with a large number of Nobel Prize winners. In 2013 Rockefeller University’s endowment rose from $1.662 billion to $1.772 billion. (Source)

2) Amy C. Falls, chief investment officer and vice president for investments at Rockefeller University, serves on the Ford Foundation Board of Trustees. She oversees the Rockefeller University Investments Office, which manages approximately $1.8 billion in endowment assets. Founded in 1901 by John D. Rockefeller, Rockefeller University is a world-renowned center for research and graduate education in the biomedical sciences, chemistry, bioinformatics and physics.

Falls joined Rockefeller University in April 2011, after serving as the chief investment officer at Andover (Phillips Academy) for six years. She led the effort to establish the Andover Investment Office, the first of its kind for a traditional independent secondary school. Under her leadership, the endowment generated top quartile results from 2007 – 2010. In 2010, the publishers of Institutional Investor selected Falls as a “rising star of foundations and endowments.” (Source)

3) Rockefeller University, a biomedical research institute and graduate school on the East Side of Manhattan, received approval on Thursday from a City Council committee for an expansion that would include building a platform over Franklin D. Roosevelt Drive. The $240 million project, which the university says is needed to modernize laboratories and attract new talent, will also include benefits for the neighborhood. The school will pay $8 million to fix the sea wall that supports the five-block waterfront esplanade adjacent to the campus.

The money will also go toward improvements to the esplanade. New landscaping, seating and a bike lane will be added. In addition, the university will put $1 million into an endowment for a fund to maintain the stretch of waterfront and will donate $150,000 to Friends of the East River Esplanade, a conservancy group. (Source)

4) The Rockefeller University’s investment office will be using AIM software to track manager due diligence as well as performance of existing managers, and to record notes from all calls, meetings and emails related to the investing of the university’s endowment. Built on the Salesforce.com platform, AIM provides a deeper understanding of all investments in an endowment’s portfolio. The software can be uniquely configured for endowments and foundations and provides better visibility into investment information for organizations that have outgrown spreadsheets. (Source)

5) The Rockefeller University Investments Office, under the direction of the University’s Investment Committee, manages approximately $2 billion in endowment assets. The primary role of the endowment is to advance the research mission of the University through support of the annual operating budget. The Investment Office seeks to maintain a limited number of long-term, high conviction relationships with highly qualified external managers. As such, the selection process for new investments is highly competitive. We endeavor to give each opportunity a thorough review but regret that we can only fund a small portion of the investment opportunities brought to us each year. (Source)

 

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